Automatic Investment Plan

It may seem like a drop in the bucket now, but the savings advantages of paying yourself first, combined with the power of compound growth, are just some of the benefits of a Kawartha Credit Union Automatic Investment Plan.

Whether you're saving for retirement, a down payment on a home or just a rainy day, regular contributions to Kawartha Credit Union's Automatic Investment Plan (AIP) makes sense. It's a convenient service that allows you to invest a set amount on a regular schedule. It's easy to set up, affordable to maintain, and thanks to the power of compound growth, highly rewarding.


We'll transfer the amount of your choice (minimum of $25/month) from your account into your AIP on a weekly, biweekly or monthly basis. We can even set up your AIP to transfer funds from another financial institution. These funds will accumulate in a variable rate Guaranteed Investment Certificate (GIC) savings plan. Once the variable GIC reaches $1,000, the funds are automatically invested in a fixed term deposit of your choice. The options are: 12 – 60 month GIC, 3 or 5 Year RateBuilder or a Redeemable Investment Certificate. 


No matter what your goals are, the sooner you get your money working for you, the more you can have when you need it. It's that simple.